See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,982 | $110,094-68.2% | $151,611-76.9% | $68,494-48.9% |
| Participation rate | 77.9% | 84.0%-6.0pp | 87.5%-9.6pp | 67.9%+10.1pp |
| Annual return | -16.40% | -10.12%-6.3pp | 3.33%-19.7pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,471 | $4,471-67.1% | $6,166-76.1% | $2,596-43.3% |
| Participant deferral / active EE | $5,184 | $6,527-20.6% | $8,363-38.0% | $4,027+28.7% |
| Admin fee / account holder | $6,354 | $7,719-17.7% | $11,616-45.3% | $5,403+17.6% |